State Street Multi-Asset Real Return ETF
26 hedge funds and large institutions have $77.1M invested in State Street Multi-Asset Real Return ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.
37% more funds holding
Funds holding: 19 → 26 (+7)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
7% more capital invested
Capital invested by funds: $72.3M → $77.1M (+$4.86M)
5.89% less ownership
Funds ownership: 51.91% → 46.03% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.86M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$1.42M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.34M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$697K |
| 5 |
LPL Financial
San Diego,
California
|
+$584K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.06M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$724K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$513K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$219K |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
-$75.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $4K | +$3.98K | +132 | New |
|
RLY Hedge Fund Activity: Q3 2014 in Review
26 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in State Street Multi-Asset Real Return ETF (RLY) for Q3 2014, worth a combined $77.1M — up 6.7% from $72.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new RLY positions and 0 closed out — a net gain of 7 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.86M. The largest seller was Bank of America, cutting an estimated $1.06M.
- 26 institutional investors held State Street Multi-Asset Real Return ETF (RLY) as of Q3 2014, up from 19 in Q2 2014.
- Funds reported $77.1M of State Street Multi-Asset Real Return ETF stock for Q3 2014, up 6.7% quarter-over-quarter.
- 7 funds opened new State Street Multi-Asset Real Return ETF positions in Q3 2014 and 0 closed out, a net change of +7 holders.
- The largest State Street Multi-Asset Real Return ETF buyer in Q3 2014 was Morgan Stanley, an estimated $7.86M added.
- The largest State Street Multi-Asset Real Return ETF seller in Q3 2014 was Bank of America, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2014.